Wealth management, Canberra and Kiama

If you want to secure and protect your future, our wealth management Canberra and Kiama based experts have more than 25 years’ experience implementing successful investment strategies for our clients. We aim to plan, protect and prepare our clients’ finances, so they can live their life to the fullest knowing they’re in safe hands.

Our investment advisors implement a two-fold strategy for you:

money management and wealth creation so you can first grow your wealth

portfolio management to continue to build on your wealth, creating a sustainable income for a comfortable and carefree lifestyle.

Solution F offers a wide variety of services as part of our wealth management program. Please contact us if you would like more information.

Capital growth and income

If you want to achieve a high level of capital growth, our wealth management advisors will devise an investment strategy allocating more of your capital into shares and listed property.

If you want to fund lifestyle objectives through higher income return, or want to reduce performance volatility within your portfolio, we’ll manage a higher proportion of your portfolio through fixed-interest and income investments.

Family trusts

A family trust is a discretionary trust set up to hold a family’s assets or to conduct a family business. Generally, they are established for asset protection or tax purposes.

Acting as a Trustee for

A person to whom property or investment is legally committed in trust, to be applied for the benefit of specified individuals.

Geared investments

Gearing an investment involves borrowing money to invest. Gearing allows you to invest more than you could otherwise invest using your capital alone, and is a proven method to help enhance long-term performance of a portfolio.

Gearing your portfolio will allow you to enjoy many tax efficiencies, such as tax deductions available on borrowed funds invested for an income-generating purpose, and higher franking credits paid on Australian share investments.

You can structure your geared portfolio to be positively or negatively geared, depending on your personal requirements, and portfolios can be internally funded if necessary.

In the short term, leverage achieved through gearing can result in higher negative returns during market downturn, as well as higher positive returns during periods of market growth. As such, gearing is a risky strategy you should only undertake if you have a long-term investment horizon.

Our investment advisors will assess whether geared investments are a suitable strategy based on the individual needs of each client. Our portfolio management expertise ensures your investment performs as expected.